Senior PE Breakfast: Using AI inside the fund to drive real returns
“Using AI inside the fund to drive returns: What separates the best PE firms from the rest?”
We are delighted to invite you to an exclusive breakfast briefing and peer-to-peer discussion for senior Private Equity leaders.
We will be discussing what is actually working and what isn’t, when deploying AI within fund operations to generate a distinct competitive edge.
This event is tailored specifically for PE Partners, Managing Directors, Operating Partners and Value Creation Leaders.
The Conversation:
When every fund has access to the exact same AI technologies, access alone no longer guarantees superior returns. In today’s market, the true differentiator lies in how funds deploy these tools to build a durable edge.
This interactive, peer-led discussion will move past generic industry hype to examine real-world applications across fund operations. Together, we will tackle the core question: When the playing field is leveled by technology, what truly creates the edge - better data, smarter tools, proprietary insights, or superior judgment?
What We’ll Explore:
What’s Working vs. What’s Hype: Cut through the market noise with direct peer insights on which AI tools and use cases are delivering real returns for fund operations.
Building a Proprietary Advantage: Discover whether true outperformance stems from superior data infrastructure, custom-built tools, unique workflows, or human judgment.
Smarter Sourcing & Origination: Examine how market leaders use internal AI workflows to uncover off-market opportunities and make sharper, faster deal decisions.
Enhancing Investment Judgment: Explore how to combine predictive analytics with institutional experience to sharpen underwriting and de-risk investment decisions.
Avoiding the Common Pitfalls: Identify the missteps, data integration traps, and adoption hurdles that stall fund-level AI initiatives.
Supported By:
Big thank you to our partner Giles Hughes from Kelp Global for making this breakfast possible!
Kelp Global - The operating system for private equity™️, is a FinTech decision platform offering AI-driven tools for deal identification, execution, and value creation, enhancing speed, clarity, and institutional intelligence throughout the alternative investment lifecycle. (Privacy Policy)
The Morning Agenda:
08:15 – 08:30: Arrival & Coffee
08:35: Seating & Introductions
08:40 – 09:10: Topic Discussion (Served with Breakfast)
09:10 – 09:30: Peer-to-Peer Chat
09:30 – 10:00: Optional Networking
P.S. We’ve recently launched a “Shortlisting” solution at Gathr for PE portfolios, helping teams quickly identify the most relevant specialist recruitment firms for each role, from junior to senior, using real placement data and proven track records. It’s delivered within 48 hours and completely free. Happy to share how this has supported other PE funds and their portcos if that’s of interest.